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Professional Adviser

Professional Adviser

Articles by Professional Adviser

'Disappointing blow': Inheritance tax reform and how it will affect clients

Tax planning

'Disappointing blow': Inheritance tax reform and how it will affect clients

Provisions in the Finance Bill 2025/26 explained

clock 18 August 2025 • 5 min read
Professional Adviser TV: IHT 'uncertainty' and a pigeon hole warning

Your profession

Professional Adviser TV: IHT 'uncertainty' and a pigeon hole warning

Key message is ‘not to panic’

clock 15 August 2025 • 1 min read
Viewing Consumer Duty through the vulnerability lens

Regulation

Viewing Consumer Duty through the vulnerability lens

Clients can be vulnerable in many ways

clock 14 August 2025 • 4 min read
As advisers are zigging to AI, how do you zag?

Technology

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

clock 14 August 2025 • 4 min read
Multi-Asset and MPS Roadshow: Join us in a town or city near you!

Multi-Asset

Multi-Asset and MPS Roadshow: Join us in a town or city near you!

Hear from Aberdeen Investments, Downing, Rathbones, Aviva Investors and Quilter

clock 13 August 2025 • 1 min read
Platform innovation: Terry Huddart on Scottish Widows' trading journey

Wrap/platforms

Platform innovation: Terry Huddart on Scottish Widows' trading journey

‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’

clock 13 August 2025 • 5 min read
Look beyond MPS price and performance: Robust operational due diligence is every IFA's duty

DFM & Model Portfolios

Look beyond MPS price and performance: Robust operational due diligence is every IFA's duty

Data and technical standards designed to bring more MPS transparency and consistency

clock 12 August 2025 • 4 min read
PA360 North: Join your peers and industry experts later this year

Your profession

PA360 North: Join your peers and industry experts later this year

Premier management conference returns to Warrington

clock 12 August 2025 • 1 min read
Louis Williams: Bridging the academia-adviser gap

Your profession

Louis Williams: Bridging the academia-adviser gap

Williams presented at the International Behavioural Finance Working Group conference

clock 11 August 2025 • 4 min read
Tony Müdd: The QROPS market is dead, isn't it?

Pensions

Tony Müdd: The QROPS market is dead, isn't it?

'The tax a member pays on their QROPS income hinges on a dizzying array of factors'

clock 11 August 2025 • 11 min read